2021-07-13T13:51:05-05:00 2020-12-31 930900579 MCDONALD JACOBS PC 520 SW YAMHILL ST STE 500 PORTLAND OR 97204 990 2020-01-01 930470826 OREGON BUSINESS & INDUSTRY ASSOCIATION OREG 5035880050 1149 COURT STREET NE SALEM OR 973014030 SANDRA MCDONOUGH PRESIDENT & CEO 5035880050 2021-07-12 1 SANDRA MCDONOUGH 999009999 KARIN S WANDTKE P00172715 5032270581 0 AAL1 IAL1 2020 2022-09-23 18:48:47Z SANDRA MCDONOUGH 1149 COURT STREET NE SALEM OR 973014030 2830412 0 X HTTPS://OREGONBUSINESSINDUSTRY.COM X 1958 OR TO PROMOTE PROSPERITY AND THE HIGHEST QUALITY OF LIFE FOR OREGONIANS BY ADVANCING OREGON BUSINESS. 71 71 17 200 0 0 297746 321807 2545969 2434665 0 0 70810 73940 2914525 2830412 47480 4000 0 0 1836773 1560372 0 0 0 1111863 1142944 2996116 2707316 -81591 123096 2013337 2281442 192491 337500 1820846 1943942 COMMITTED TO GROWING OREGON'S ECONOMY, QUALITY JOBS FOR OUR CITIZENS AND HEALTHY COMMUNITIES, THROUGH STRONG ADVOCACY OF OREGON'S BUSINESSES. 0 0 A COMPREHENSIVE BUSINESS ASSOCIATION THAT ADVOCATES FOR OREGON BUSINESS. PROVIDES ANALYSIS OF BUSINESS REALTED PUBLIC POLICY ISSUES AFFECTING BUSINESS AND ANALYSIS OF LEGISLATIVE ACTIVITIES AND DISTRIBUTION OF LEGILSATIVE INFORMATION TO MEMBERS. PROMOTION OF BUSINESS AND INDUSTRY WITHIN THE STATE OF OREGON. AT 12/31/20 OREGON BUSINES & INDUSTRY ASSOCIATION HAS APPROXIMATELY 1,700 MEMBERS. OREGON BUSINESS & INDUSTRY ASSOCIATION ACTIVITIES FOR THE YEAR INCLUDED VARIOUS LEGISLATIVE ACTIVITIES DURING THE SESSION FOR THE BENEFIT OF THE MEMBERSHIP, ADVOCATING FOR BUSINESS AND INDUSTRY IN OREGON AND PROGRAMS HELPFUL TO THE BUSINESS COMMUNITY. DURING THE COVID-19 CRISIS, OBI PROVIDED REAL-TIME INFORMATION TO MEMBERS AND ALL OREGON BUSINESSES ABOUT CHANGES IN SAFETY REGULATIONS AND PRACTICES, TESTING AND VACCINE ACCESS, AND HOW TO ACCESS FEDERAL AND STATE ASSISTANCES TO IMPACTED BUSINESSES. ALSO, DURING THE WILDFIRE CRISIS, OBI ASSISTED COMMUNITIES IMPACTED BY THE FIRES. 0 1 0 1 0 0 0 0 0 1 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 1 22 0 17 1 0 0 0 0 0 0 0 0 X 71 71 0 0 1 0 1 1 1 1 1 0 0 1 1 1 1 1 1 1 1 0 X OREGON BUSINESS & INDUSTRY ASSOCIATION 5035880050 1149 COURT STREET NE SALEM OR 973014030 KAREN L VINEYARD CHAIR OF THE BOARD 1.00 X X 0 0 0 JORDAN PAPE FIRST VICE CHAIR 2020 1.00 1.00 X X 0 0 0 SCOTT N PARRISH IMMEDIATE PAST CHAIR 2019 1.00 X X 0 0 0 SCOTT BOLTON EXEC CMTE AT LARGE 1.00 X X 0 0 0 JULIA BRIM-EDWARDS EXEC CMTE AT LARGE 1.00 X X 0 0 0 MARK A LONG EXEC CMTE AT LARGE 1.00 X X 0 0 0 CARLY E RITER EXEC CMTE AT LARGE 1.00 X X 0 0 0 SAM TANNAHILL EXEC CMTE AT LARGE 1.00 X X 0 0 0 JUSTIN DELANEY REG 1 VICE-CHAIR 1.00 1.00 X X 0 0 0 DANIEL C THORNDIKE REG 2 VICE-CHAIR 1.00 X X 0 0 0 RUTH A BEYER REG 3 VICE-CHAIR 1.00 X X 0 0 0 ALAN J THAYER JR REG 4 VICE-CHAIR 1.00 X X 0 0 0 LORI OLUND REG 5 VICE-CHAIR 1.00 X X 0 0 0 DAVE ROBERTSON SECRETARY 1.00 X X 0 0 0 KEITH MEYERS TREASURER 1.00 1.00 X X 0 0 0 TODD ABEL DIRECTOR 1.00 X 0 0 0 ERIK AMOS DIRECTOR 1.00 X 0 0 0 AL BARKOULI DIRECTOR 1.00 X 0 0 0 MICHAEL BECKER DIRECTOR 1.00 X 0 0 0 MICHAEL BEVER DIRECTOR 1.00 X 0 0 0 JOHN V BUERSTATTE DIRECTOR 1.00 X 0 0 0 BRIAN T BURTON DIRECTOR 1.00 X 0 0 0 SHIAU YEN CHIN-DENNIS DIRECTOR 1.00 X 0 0 0 ANDREW COLAS DIRECTOR 1.00 X 0 0 0 ROCKY DALLUM DIRECTOR 1.00 X 0 0 0 CALLI DALY DIRECTOR 1.00 1.00 X 0 0 0 MICHAEL K DONNELLY DIRECTOR 1.00 X 0 0 0 ANGELA DOWLING DIRECTOR 1.00 X 0 0 0 DANIEL E DRINKWARD DIRECTOR 1.00 1.00 X 0 0 0 SARA DUCKWALL DIRECTOR 1.00 X 0 0 0 LARRY ELLIFRITZ DIRECTOR 1.00 X 0 0 0 DANIEL J FIELD DIRECTOR 1.00 X 0 0 0 DAVID FILIPPI DIRECTOR 1.00 X 0 0 0 JAMES FRANCESCONI DIRECTOR 1.00 X 0 0 0 DEBRA L FROMDAHL DIRECTOR 1.00 X 0 0 0 BRADLEY GARRIGUES DIRECTOR 1.00 X 0 0 0 GEORGE GRANGER DIRECTOR 1.00 X 0 0 0 JODI HACK DIRECTOR 1.00 X 0 0 0 MARION HAYNES DIRECTOR 1.00 X 0 0 0 TRE HENDRICKS DIRECTOR 1.00 X 0 0 0 DEBORAH HERRON DIRECTOR 1.00 1.00 X 0 0 0 BRADLEY S HICKS DIRECTOR 1.00 X 0 0 0 ANDREW HOAN DIRECTOR 1.00 X 0 0 0 AARON HUNT DIRECTOR 1.00 X 0 0 0 JACK ISSELMANN DIRECTOR 1.00 1.00 X 0 0 0 SUBRAMANI KRISHNAKUMAR DIRECTOR 1.00 X 0 0 0 MEGDY KHOURY DIRECTOR 1.00 X 0 0 0 CYNTHIA LEON DIRECTOR 1.00 X 0 0 0 PATIRCK C MCCORMICK DIRECTOR 1.00 1.00 X 0 0 0 KIMBERLY A MEDFORD DIRECTOR 1.00 X 0 0 0 CHAD PAULSON DIRECTOR 1.00 X 0 0 0 DENNIS P RAWLINSON DIRECTOR 1.00 X 0 0 0 MEL SEARS DIRECTOR 1.00 X 0 0 0 CONNIE SEELY DIRECTOR 1.00 X 0 0 0 BRIAN SHIPLEY DIRECTOR 1.00 X 0 0 0 MICHAEL SMITH DIRECTOR 1.00 X 0 0 0 WILLIAM SMITH DIRECTOR 1.00 X 0 0 0 C JEANNE STATON DIRECTOR 1.00 X 0 0 0 DAVID SWARTLEY DIRECTOR 1.00 X 0 0 0 KEITH THOMAJAN DIRECTOR 1.00 X 0 0 0 DON WASHBURN DIRECTOR 1.00 X 0 0 0 HOWARD D WERTH DIRECTOR 1.00 1.00 X 0 0 0 RICHARD A WHITE DIRECTOR 1.00 X 0 0 0 STEVEN J WILDISH DIRECTOR 1.00 X 0 0 0 KATHRYN WILLIAMS DIRECTOR 1.00 1.00 X 0 0 0 DAVID ZEHNTBAUER DIRECTOR 1.00 X 0 0 0 STEVEN J ZIKA DIRECTOR 1.00 X 0 0 0 SANDRA MCDONOUGH PRESIDENT & CEO 40.00 5.00 X 372654 0 27725 PALOMA SPARKS VICE PRESIDENT 40.00 5.00 X 164268 0 11192 NANCY MARQUAY MEMBERSHIP 45.00 X 133439 0 2017 SHARLA MOFFETT ENVIRONMENT 45.00 X 123387 0 13152 793748 0 54086 4 0 1 0 LEGISLATIVE ADVOCATES GOVERNMENT AFFAIRS 1249 COMMERCIAL ST SE SALEM OR 97302 LOBBYING AND CONSULTING 134500 STOEL RIVES LLP 760 SW 9TH AVE SUITE 3000 PORTLAND OR 97205 LEGAL SERVICES 113108 GALLATIN PUBLIC AFFAIRS 920 SW 6TH AVE SUITE 250 PORTLAND OR 97204 COMMUNICATIONS 101000 3 271807 10000 40000 321807 MEMBERSHIP DUES 561499 2204303 2204303 CONFERENCES/MEETINGS 561499 153271 153271 CONTRACT REVENUE 900099 60473 60473 REIMBURED SHARED SRV 900099 16618 16618 2434665 73940 0 73940 73940 73940 2830412 2434665 0 73940 X 4000 711295 646407 34309 69088 99273 215529 67423 27840 330160 109976 48456 111545 40394 37218 41409 28014 OTHER OPERATING 57705 DUES/SUBSCRIPTIONS 15659 SPECIAL PROJECTS 11616 2707316 705037 1064567 20124 14953 2492353 1413934 1119828 1078419 168348 123503 2013337 2281442 62655 192491 274845 192491 337500 X 1765972 1884068 54874 59874 1820846 1943942 2013337 2281442 123096 0 X X 0 0 0 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 0 1 2204303 104931 43126 148057 220430 -72373 194903 194903 2070021 1186505 883516 208358 208358 0 19071 19071 0 1078419 INVESTMENT 457 PLAN - DEFERRED COMPENSATION 123503 123503 DEFERRED COMPENSATION 123503 DUE TO RELATED PARTIES 1342 PAYCHECK PROTECTION PROGRAM LOAN 150000 274845 X 1 1 X X X X 0 0 0 SANDRA MCDONOUGH PRESIDENT & CEO 293367 0 79287 0 0 0 17100 0 10625 0 400379 0 0 0 PALOMA SPARKS VICE PRESIDENT 164268 0 0 0 0 0 4384 0 6808 0 175460 0 0 0 PART I, LINE 1A THE ORGANIZATION REIMBURSES CEO FOR MEMBERSHIP IN A BUSINESS/SOCIAL CLUB. BENEFICIARY: SANDRA MCDONOUGH. REIMBURSEMENT OF MONTHLY DUES. IT IS NOT TREATED AS TAXABLE INCOME. PART I, LINE 1B THE REIMBURSEMENT IS SET OUT IN THE EMPLOYMENT AGREEMENT. PART I, LINE 3 THE COMPENSATION AND PERFORMANCE COMMITTEE SHALL CONSIST OF THE CHAIR, FIRST VICE CHAIR AND IMMEDIATE PAST CHAIR. THE COMPENSATION AND PERFORMANCE COMMITTEE SHALL BE RESPONSIBLE FOR DELIVERING ANNUALLY A WRITTEN PERFORMANCE REVIEW OF THE PRESIDENT OF THE ASSOCIATION AND SETTING THE COMPENSATION OF THE PRESIDENT. THE PRESIDENT/CEO WILL REVIEW OTHER STAFF MEMBERS COMPENSATION ANNUALLY. FORM 990, PART VI, SECTION A, LINE 4 DURING 2020, THE ORGANIZATION UPDATED ITS BYLAWS. FORM 990, PART VI, SECTION A, LINE 6 THE BUSINESS ASSOCIATION HAS MEMBERS THAT PAY ANNUAL DUES AND HAVE VOTING RIGHTS AT THE ANNUAL MEETING. FORM 990, PART VI, SECTION A, LINE 7A MEMBERS WITH DUES OVER $15,000 HAVE THE RIGHT TO A SEAT ON THE BOARD, WITH THE NOMINEE SUBJECT TO THE APPROVAL OF THE FULL BOARD OF DIRECTORS. FORM 990, PART VI, SECTION A, LINE 7B CERTAIN CHANGES TO THE BYLAWS ARE SUBJECT TO APPROVAL OF MEMBERS AT THE ANNUAL MEMBERSHIP MEETING. FORM 990, PART VI, SECTION B, LINE 11B THE PRESIDENT WILL REVIEW THE RETURN BEFORE FILING AND PROVIDE A COPY TO THE BOARD OF DIRECTORS BEFORE FILING. FORM 990, PART VI, SECTION B, LINE 12C ON AN ANNUAL BASIS, ALL INDIVIDUALS TO WHOM THE CONFLICT OF INTEREST POLICY APPLIES WILL BE REQUIRED TO SIGN A COMPLETED ACKNOWLEDGEMENT OF RECEIPT AND DISCLOSURE FORM PREPARED BY OREGON BUSINESS & INDUSTRY ASSOCIATION BOARD OF DIRECTORS. IN ADDITION OREGON BUSINESS & INDUSTRY ASSOCIATION MEMBERS OF THE BOARDS, OFFICERS, VOLUNTEERS AND KEY EMPLOYEES SHALL DISCLOSE ALL POTENTIAL AND ACTUAL CONFLICTS OF INTEREST TO THE OREGON BUSINESS & INDUSTRY ASSOCIATION'S BOARD OF DIRECTORS AND, AS REQUIRED, REMOVE THEMSELVES FROM ALL DISCUSSION AND VOTING ON ANY RELATED MATTER. FORM 990, PART VI, SECTION B, LINE 15 THE COMPENSATION AND PERFORMANCE COMMITTEE SHALL CONSIST OF THE CHAIR, FIRST VICE CHAIR AND IMMEDIATE PAST CHAIR. THE COMPENSATION AND PERFORMANCE COMMITTEE SHALL BE RESPONSIBLE FOR DELIVERING ANNUALLY A WRITTEN PERFORMANCE REVIEW OF THE PRESIDENT OF THE ASSOCIATION AND SETTING THE COMPENSATION OF THE PRESIDENT. THE PRESIDENT/CEO WILL REVIEW OTHER STAFF MEMBERS COMPENSATION ANNUALLY. FORM 990, PART VI, SECTION C, LINE 19 ORGANIZATION PROVIDES GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS TO THE PUBLIC UPON REQUEST. FORM 990, PART IX, LINE 11G CONTRACT SERVICES 111,500. CONSULTING SERVICES 218,660. FORM 990, PART XII, LINE 1: THE ORGANIZATION USES THE MODIFIED CASH BASIS OF ACCOUNTING. OREGON BUSINESS & INDUSTRY RESEARCH & EDUCATION FOUNDATION 1149 COURT ST NE SALEM OR 97301 061709222 BUSINESS RESEARCH AND EDUCATION OR 501(C)(3) LINE 7 OREGON BUSINESS & INDUSTRY ASSOCIATION 0 OREGON BUSINESS & INDUSTRY ASSOCIATION INC 1149 COURT ST NE SALEM OR 97301 930470826 SUPPORT LEGISLATIVE CANDIDATES AND BALLOT OR 527 OREGON BUSINESS & INDUSTRY ASSOCIATION 0 OREGON BUSINESS & INDUSTRY ISSUES PAC 1149 COURT ST NE SALEM OR 97301 823435454 SUPPORT LEGISLATIVE CANDIDATES AND BALLOT OR 527 OREGON BUSINESS & INDUSTRY ASSOCIATION 0 OREGON BUSINESS & INDUSTRY SERVICES CO 1149 COURT ST NE SALEM OR 97301 931019747 MISCELLANEOUS BUSINESS SERVICES OR OREGON BUSINESS AND INDUSTRIES ASSOCIATION C 1.00000 1 OBI HEALTHCHOICE BENEFITS PLAN & TRUST 1149 COURT ST NE SALEM OR 97301 911819176 BENEFIT MANAGEMENT SERVICES OR N/A T 394315 0 0 0 0 0 0 0 0 0 0 1 0 1 0 1 1 1 0 0 0